Financial Services Cloud

Deliver intelligent financial insights with Salesforce Financial Services Cloud

30%

Boost in Client Experience

40%

Enhancement in Data Accuracy

$30k

Reduction in Maintenance Costs

Personalize Client Engagement with Salesforce Financial Services Cloud

Financial institutions have vast amounts of data but that does not always translate into meaningful customer interactions. Financial Services Cloud can address this by integrating AI, data, and CRM to bring more context and drive financial success for your clients.

LevelShift is your trusted partner on this journey to accelerate value delivery and provide personalized insights at scale. We empower banking, insurance, and wealth management firms to drive innovation at scale and accelerate time to value through the capabilities of the Financial Services Cloud.

Who can benefit from Salesforce Financial Services Cloud?

Banks

  • Deepen customer understanding
  • Streamline onboarding with automation
  • Accelerate loan approvals

Insurance

  • Monitor policyholders' milestones
  • Streamline claims processes
  • Boost policy renewals

Wealth and asset management

  • Empower data-driven wealth advice
  • Automate compliance processes
  • Optimize portfolio performance

How LevelShift helps you leverage the features of Financial Services Cloud

Personalized customer relationships

Visualize household data through interactive graphs, enabling highly personalized outreach and stronger client connections with the Actionable Relationship Center (ARC).

Simplify opportunity identification

Consolidate critical client information in a single place, identify new opportunities, and strengthen existing relationships with Actionable Segmentation.

Faster onboarding processes

Speed up your client onboarding with ready-to-use templates that streamline data collection, ensuring a seamless start for every new client with the Onboarding Console.

Tailored financial engagements

Deliver highly customized financial services by integrating data from diverse systems with the unified Financial Data Platform.

AI-powered service excellence

Provide quick, automated responses to client queries to improve customer satisfaction and efficiency enhanced by Einstein Bot with the Self-Service portal.

Faster issue resolution

Empower your service agents to design and deploy customer service processes quickly and provide faster, more effective responses with the Service Process Studio.

Our Five-step approach to implementing Salesforce Financial Services Cloud

Assessment

Customization and configuration

Data migration & integration

Deployment

Post-implementation review

Boost ROI with our expertise

  • Maximize FSC with our expert consultants
  • Achieve smooth implementation with our experts
  • Customize solutions to create personalized client experiences
  • Integrate with your systems for a unified view
  • Get ongoing support and training to optimize your investment
  • Trust our experts to manage your Salesforce environment

The Rise of Agentforce in Financial Services

Salesforce Agentforce introduces a refreshing new take on automation for financial services. Agentforce, when integrated with the Financial Services Cloud, helps you deliver tailored services, analyze complex financial data, and anticipate market trends.

  • Build agents for every use case: banking, insurance, and wealth management.
  • Gain real-time insights to identify market trends, assess risk exposure, and refine investment strategies.
  • Provide 24/7 support, quick query resolution, and personalized financial advice for better customer loyalty.
  • Prioritize security by operating within the guardrails.
  • Reduce operational costs and improve resource allocation.

Why LevelShift

  • Over 10 years of expertise in the financial services sector.
  • Tailored Salesforce solutions for banks, wealth management, and insurance.
  • Certified experts in Salesforce Financial Services Cloud for implementation.
Customized FSC Quick Start package from LevelShift

Rollout in 12-14 weeks, ideal for wealth management firms seeking to:

  • Consolidate data from multiple sources.
  • Reduce implementation costs by 30%.
  • Personalize financial engagement.
  • Boost advisor productivity.
  • Achieve a quick ROI and maximize license value.
Get Started

Our Perspectives

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FAQs

Salesforce Financial Services Cloud is a comprehensive platform designed to help financial institutions manage customer relationships, streamline operations, and deliver personalized experiences. It combines client data, compliance tools, and workflow automation to drive growth and improve service delivery in the financial sector.
Banks, insurance companies, wealth management firms, and other financial services organizations rely on FSC to streamline operations.
Partnering with an experienced Salesforce Consultant like LevelShift ensures a smooth implementation and customization of the platform to meet your business needs.

Get in Touch

LevelShift is an Agentforce-ready partner, and we can help you build and implement AI agents for financial services with our pre-built accelerators